A detailed history of Austin Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Austin Private Wealth, LLC holds 24,633 shares of IBTJ stock, worth $536,260. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,633
Previous 12,865 91.47%
Holding current value
$536,260
Previous $274,000 95.62%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

BUY
$21.16 - $21.77 $249,010 - $256,189
11,768 Added 91.47%
24,633 $536,000
Q4 2024

Jan 23, 2025

BUY
$21.25 - $22.07 $273,381 - $283,930
12,865 New
12,865 $274,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Austin Private Wealth, LLC Portfolio

Follow Austin Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Private Wealth, LLC with notifications on news.